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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,272 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,467 | $79,634-55.5% | $68,948-48.6% | $79,634-55.5% |
| Participation rate | 71.6% | 62.5%+9.1pp | 79.2%-7.6pp | 62.5%+9.1pp |
| Annual return | 9.89% | 36.46%-26.6pp | 28.39%-18.5pp | 36.46%-26.6pp |
| Employer contribution / active EE | $1,299 | $2,529-48.6% | $4,165-68.8% | $2,529-48.6% |
| Participant deferral / active EE | $1,728 | $3,835-54.9% | $6,186-72.1% | $3,835-54.9% |
| Admin fee / account holder | $183 | $1,002-81.8% | $7,539-97.6% | $1,002-81.8% |